United Financial Planning Group LLC Schwab Strategic Tr Intl Small Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, United Financial Planning Group LLC holds 324 shares of SCHC stock, worth $14,592. This represents 0.01% of its overall portfolio holdings.
Number of Shares
324Holding current value
$14,592% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHC
# of Institutions
518Shares Held
45.1MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
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Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
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Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
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Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio